SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 961 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.19 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $785,026 | -3.4% | 15,514 | 0.0% | 0.08% | +2.5% |
Q2 2023 | $812,482 | +8.3% | 15,514 | +0.0% | 0.08% | +1.2% |
Q1 2023 | $750,373 | +7.1% | 15,513 | 0.0% | 0.08% | 0.0% |
Q4 2022 | $700,457 | +3.6% | 15,513 | -2.9% | 0.08% | -5.9% |
Q3 2022 | $676,000 | -16.2% | 15,969 | -11.6% | 0.08% | -15.0% |
Q2 2022 | $807,000 | -25.6% | 18,063 | -10.3% | 0.10% | -16.0% |
Q1 2022 | $1,085,000 | -6.9% | 20,141 | +96.8% | 0.12% | +5.3% |
Q4 2021 | $1,165,000 | +20.9% | 10,233 | +10.5% | 0.11% | +2.7% |
Q3 2021 | $964,000 | -30.2% | 9,264 | -30.3% | 0.11% | -30.8% |
Q2 2021 | $1,381,000 | +91.0% | 13,284 | +76.3% | 0.16% | +59.0% |
Q1 2021 | $723,000 | -0.7% | 7,534 | -5.9% | 0.10% | -4.8% |
Q4 2020 | $728,000 | +24.0% | 8,008 | +9.9% | 0.10% | +9.4% |
Q3 2020 | $587,000 | +8.7% | 7,285 | 0.0% | 0.10% | -3.0% |
Q2 2020 | $540,000 | +8.2% | 7,285 | -10.5% | 0.10% | -16.8% |
Q1 2020 | $499,000 | -56.3% | 8,141 | -45.3% | 0.12% | -47.8% |
Q4 2019 | $1,143,000 | +7.8% | 14,887 | -0.4% | 0.23% | +1.8% |
Q3 2019 | $1,060,000 | -10.5% | 14,946 | -11.5% | 0.22% | -16.7% |
Q2 2019 | $1,185,000 | +4.0% | 16,887 | +0.3% | 0.27% | -2.2% |
Q1 2019 | $1,139,000 | -71.0% | 16,840 | -74.4% | 0.28% | -73.8% |
Q4 2018 | $3,922,000 | – | 65,693 | – | 1.05% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SAGE FINANCIAL GROUP INC | 3,819,634 | $307,977,000 | 50.39% |
INVESTMENT SECURITY GROUP INC /CO/ /ADV | 983,264 | $79,163,000 | 42.04% |
Adams Wealth Management | 595,440 | $48,010,000 | 37.38% |
Pacific Edge Advisors, LLC | 724,241 | $58,396,000 | 33.62% |
PIERSHALE FINANCIAL GROUP, INC. | 599,968 | $48,375,000 | 27.82% |
BlueSky Wealth Advisors, LLC | 1,215,483 | $102,757,000 | 26.82% |
Filbrandt Wealth Management, LLC | 424,616 | $34,237,000 | 26.80% |
Campbell Wealth Management | 1,949,233 | $157,167,000 | 25.70% |
Northwest Quadrant Wealth Management, LLC | 728,189 | $58,277,000 | 23.09% |
EVERMAY WEALTH MANAGEMENT LLC | 1,075,701 | $86,734,000 | 21.30% |